KWM
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Kingsview Wealth Management’s Cornerstone Strategic Value Fund CLM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$81.2K Hold
10,000
﹤0.01% 1143
2025
Q1
$74.3K Hold
10,000
﹤0.01% 1072
2024
Q4
$85.9K Buy
+10,000
New +$85.9K ﹤0.01% 1088